Keep operations coordinators on top of deal follow-ups

Operations coordinators miss follow-ups on new deals, causing onboarding steps to slip and customers to get frustrated. Create and assign PM tasks for new deals so operations start processing faster.

Overview

Operations coordinators risk onboarding steps slipping when follow-ups are created manually. This workflow creates and assigns project tasks from every new deal, ensuring operations start processing quickly and preventing missed steps, so handoffs stay consistent and follow-ups never fall through the cracks.

Notable Features

Create PM tasks from new deals
Assign tasks to designated operations owner
Notify operations when task assigned